Retirement Plan Counselor

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct on-site and virtual education and enrollment presentations for both new and existing participants in defined contribution plans such as 401(k), 403(b), and/or Government 457.

• Create and implement communication and education strategies through individual virtual sessions and group meetings held on-site.

• Encourage participants to take measurable actions towards retirement, including enrolling in plans, increasing deferrals, and executing rollovers.

• Attain business objectives and foster meaningful discussions while adhering to service level agreements.

• Fulfill reporting obligations, which include documenting meetings, participants, and outcomes within the designated systems.

• Cultivate relationships with key contacts, plan sponsor representatives, and internal stakeholders.

• Organize meeting schedules, including arrangements for travel.

• Provide insights to local relationship managers regarding communication materials and strategies.

• Attend client meetings alongside other service team members.

• Participate in final presentations for new prospects as required by the demands of the territory.

⛳️ Requirements

• Bachelor's degree or equivalent experience will be considered in place of a degree.

• 2–4 years of pertinent experience in the financial services sector.

• Strong presentation abilities are essential.

• Proficiency in MS Word, Excel, PowerPoint, and Teams is mandatory.

• Excellent relationship-building and territory management skills are required.

• FINRA Series 6 and Series 63 registrations must be obtained within set timelines.

• FINRA fingerprinting is a requirement.

• The ability to perform calculations involving interest, proportions, percentages, and fractions is necessary.

• A strategic thinker who is capable of working independently.

• Candidates must have authorization to work for any employer in the U.S.; employment visa sponsorship, including CPT/OPT, is not available.

• A reliable high-speed internet connection with a wired setup and a suitable home workspace is required for remote work.

• A fiber, cable, or DSL internet connection is required.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• Retirement savings options, including a 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential discretionary contributions from the company, and a wide array of investment choices.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment that permits wearing jeans.

• Generous paid time off from the start, including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid time off for volunteer work — 16 hours annually.

• Leave of absence programs, which include paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) that promote inclusion and collaboration.

• A flexible working environment.

• Provision of reliable high-speed internet and necessary computer equipment for remote and hybrid roles.